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Dominion Energy

920 hedge funds and large institutions have $26B invested in Dominion Energy in 2015 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 303 increasing their positions, 333 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $144M | Put options by funds: $62.3M

83% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 35

43% more funds holding in top 10

Funds holding in top 10: 1420 (+6)

8% more capital invested

Capital invested by funds: $24.1B → $26B (+$1.96B)

3% more funds holding

Funds holding: 896920 (+24)

1.64% more ownership

Funds ownership: 60.97%62.61% (+1.6%)

9% less repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 333

Holders
920
Holders Change
+24
Holders Change %
+2.68%
% of All Funds
25.68%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.56%
New
64
Increased
303
Reduced
333
Closed
35
Calls
$144M
Puts
$62.3M
Net Calls
+$81.4M
Net Calls Change
-$3.43M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.77B +$232M +3,303,500 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.45B +$45.7M +650,173 +2%
State Street
3
State Street
Massachusetts
$1.97B +$74.8M +1,063,855 +4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.59B +$270M +3,836,296 +20%
Bank of America
5
Bank of America
North Carolina
$1.19B +$573M +8,150,556 +93%
Franklin Resources
6
Franklin Resources
California
$1.18B -$37.2M -529,147 -3%
BIT
7
BlackRock Institutional Trust
California
$1.1B +$1.05M +14,994 +0.1%
BFA
8
BlackRock Fund Advisors
California
$809M -$447K -6,363 -0.1%
Capital World Investors
9
Capital World Investors
California
$730M +$253M +3,600,000 +53%
Northern Trust
10
Northern Trust
Illinois
$555M -$11.8M -168,336 -2%
BA
11
BlackRock Advisors
Delaware
$401M +$10.6M +151,125 +3%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$395M +$9.32M +132,699 +2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$377M -$8.48M -120,679 -2%
BG
14
BlackRock Group
United Kingdom
$373M +$13.7M +195,298 +4%
Norges Bank
15
Norges Bank
Norway
$360M +$24.3M +346,192 +7%
PAMU
16
Pictet Asset Management (UK)
United Kingdom
$333M +$8.06M +114,685 +2%
UBS Group
17
UBS Group
Switzerland
$332M -$12.9M -182,909 -4%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$330M +$3.96M +56,374 +1%
SC
19
Sasco Capital
Connecticut
$262M -$7.22M -102,788 -3%
Deutsche Bank
20
Deutsche Bank
Germany
$251M -$14.1M -200,962 -5%
Federated Hermes
21
Federated Hermes
Pennsylvania
$237M +$771K +10,969 +0.3%
BIM
22
BlackRock Investment Management
Delaware
$222M -$3.69M -52,456 -2%
Wells Fargo
23
Wells Fargo
California
$215M +$3.95M +56,272 +2%
Legal & General Group
24
Legal & General Group
United Kingdom
$201M +$9.09M +129,399 +5%
Invesco
25
Invesco
Georgia
$178M +$59.4M +845,646 +50%

D Hedge Fund Activity: Q3 2015 in Review

920 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Dominion Energy (D) for Q3 2015, worth a combined $26B — up 8.1% from $24.1B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new D positions and 35 closed out — a net gain of 29 holders — while 303 added to existing stakes and 333 trimmed.

The largest buyer was Bank of America, adding an estimated $573M. The largest seller was Luminus Management, cutting an estimated $52.4M.

  • 920 institutional investors held Dominion Energy (D) as of Q3 2015, up from 896 in Q2 2015.
  • Funds reported $26B of Dominion Energy stock for Q3 2015, up 8.1% quarter-over-quarter.
  • 64 funds opened new Dominion Energy positions in Q3 2015 and 35 closed out, a net change of +29 holders.
  • The largest Dominion Energy buyer in Q3 2015 was Bank of America, an estimated $573M added.
  • The largest Dominion Energy seller in Q3 2015 was Luminus Management, an estimated $52.4M sold.

Based on aggregated 13F filings for Q3 2015.